Legal claims defining the scope of protection, as filed with the USPTO.
2. The computing system of claim 1, wherein the processor is further configured to automatically update a due date of the identified document to a due date of the report within an application storage of the software application based on the detected selection of the active user interface element.
3. The computing system of claim 1, wherein the machine learning model further identifies a second document assigned to a second set of documents that is to be included in the set of documents of the report based on historical document inclusions.
4. The computing system of claim 3, wherein the processor is further configured to activate a second user interface element within a line item of the second identified document displayed within the user interface, accept the inclusion of the document within the report, and move the identified document to the report within the software application.
5. The computing system of claim 1, wherein the processor is configured to store a description of the accepted exclusion of the document from the report within a log file of a host platform.
6. The computing system of claim 1, wherein the machine learning model is configured to identify the document to be excluded based on document data attributes included in a line item of the identified document.
8. The method of claim 7, wherein the accepting further comprises updating a due date of the identified document to a due date of the report within an application storage of the software application based on the detected selection of the active user interface element.
9. The method of claim 7, wherein the machine learning model further identifies a second document assigned to a second set of documents that is to be included in the set of documents of the report based on historical document inclusions.
10. The method of claim 9, wherein the method further comprises activating a second user interface element within a line item of the second identified document displayed within the user interface, and in response to selection of the second user interface element, accept the inclusion of the document within the report, and move the identified document to the report within the software application.
11. The method of claim 7, wherein the method further comprises storing a description of the accepted exclusion of the document from the report within a log file of a host platform.
12. The method of claim 7, wherein the machine learning model is configured to identify the document to be excluded based on document data attributes included in a line item of the identified document.
14. The computing system of claim 13, wherein the processor is further configured to automatically update a due date of the identified document to a due date of the second report within an application storage of the software application based on the detected selection of the active user interface element.
15. The computing system of claim 13, wherein the machine learning model further identifies a second document assigned to the second set of documents in the second report that is to be excluded from the second set of documents of the second report and included in a different report based on historical document exclusions of other reports.
16. The computing system of claim 15, wherein the processor is further configured to activate a second user interface element within a line item of the second identified document displayed within the user interface, accept the exclusion of the document within the second report, and move the identified document to the different report within the software application.
18. The non-transitory computer-readable medium of claim 17, wherein the accepting further comprises updating a due date of the identified document to a due date of the report within an application storage of the software application based on the detected selection of the active user interface element.
19. The non-transitory computer-readable medium of claim 17, wherein the machine learning model further identifies a second document assigned to a second set of documents that is to be included in the set of documents of the report based on historical document inclusions.
20. The non-transitory computer-readable medium of claim 19, wherein the method further comprises activating a second user interface element within a line item of the second identified document displayed within the user interface, and in response to selection of the second user interface element, accept the inclusion of the document within the report, and move the identified document to the report within the software application.
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November 7, 2023
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